Articles on: Advanced Setup

Modify date and content display about deposits on your theme

Downpay and Shopify automatically add details about the purchase option in several places. This guide highlights places where this content appears, and how you can hide, modify, or add to this content.



On this page:


Downpay
Remove release date

Checkout, order status page, and customer accounts
How to edit theme content
Remove release dates
Language in agreements

Email Notifications
How to edit HTML email templates
Order invoice
Order confirmation



Downpay



Remove release date



A release date is displayed on a product page by default when Downpay is added.



This text can either be modified or removed using two Downpay theme settings:

Show release date
This settings determines if/when the the release date test is shown

Release date text
This settings determines the content of the release date text



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Checkout, order status page, and customer accounts



To edit content related to purchase options on the checkout, order status page, and customer accounts, you will need to manually update "Theme Content".

How to edit theme content



Navigate to theme content


Checkout and Order Status Page content can only be edited in the "Theme Content" settings. These settings can be found by clicking "Edit default theme content" in the "..." menu of the theme you wish to modify.



Edit theme content


Click into a field to edit the content. Make sure to click "Save" to finalize you edits.



Remove Release Dates



There are several places where the release date is automatically added to a theme.

Checkout - order summary
Order status page - order summary
Order status page - pay now block
New customer accounts

Checkout - order summary


The checkout includes the release date for products with a purchase option.



This text can either be modified or removed by editing the "Deferred total due date label" field. To find this field:

Navigate to the Theme Content Settings
Type "deferred" into the theme content search bar.
Scan for the section "Checkout & system > Checkout order summary" -

Edit the field

Example replacement content:
Total due before shipping
Total due when item is shipped
Total due later

Order status page - order summary


The order status page's order summary includes the release date for products with a purchase option.



This text can either be modified or removed by editing the "Due later" field. To find this field:

Navigate to the Theme Content Settings
Type "term" into the theme content search bar.
Scan for the section "Checkout & system > Checkout order summary payment term totals" -

Edit the field

Example replacement content:
Total due before shipping
Total due when item is shipped
Total due later

Order status page - Pay now block


The order status page's pay now block includes the release date for products with a purchase option.



This text can either be modified or removed by editing the "Title" field. To find this field:

Navigate to the Theme Content Settings
Type "deferred" into the theme content search bar.
Scan for the section "Checkout & system > Checkout order summary deferred payment info"

Edit the field

Example replacement content:
Payment of {{ amount_due }} is due before shipping
Payment of {{ amount_due }} is due when item is shipped
Payment of {{ amount_due }} is due later

New customer accounts


New customer accounts have a pay now block which includes the release date for products with a purchase option.



This text can either be modified or removed by editing the "Title with date" field. To find this field:

Navigate to the Theme Content Settings
Type "b2" into the theme content search bar.
Scan for the section "Accounts (new) > B2b draft order details payment status pending"

Edit the field

Example replacement content:
Total due before shipping
Total due when item is shipped
Total due later

Language in agreements



There are two places where you can modify the language related to various agreements and policies.

Checkout - purchase options agreement
Checkout - cancellation policy label

Checkout - purchase options agreement


The checkout page includes broad language about recurring billing.



This text can either be modified by editing the "Purchase options agreement label" field. To find this field:

Navigate to the Theme Content Settings
Type "agreement" into the theme content search bar.
Scan for the section "Checkout & system > Checkout payment"

Edit the field

Example replacement content:
I understand that one or more items in my cart is a deferred. By continuing, I agree to the {{ cancellation_policy_label }} and authorize you to charge my payment method at the prices listed on this page until my order is fulfilled or I cancel, if permitted.

Checkout - cancellation policy label


The cancellation policy link and modal have a label.



This text can either be modified or removed by editing two fields:

Purchase options cancellation policy
Purchase options cancellation policy label

To find these fields:
Navigate to the Theme Content Settings
Type "policy" into the theme content search bar.
Scan for "Purchase options cancellation policy" in the section Checkout & system > Checkout shop policies

Edit the field

Scan for "Purchase options cancellation policy label" in the section Checkout & system > Checkout payment

Edit the field:

Example replacement content:
Pre-order policy
Delayed charge policy
Try before you buy policy

To edit the cancellation policy, follow this guide



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Email notifications



There are two email notifications which include details about orders with purchase options:

Order confirmation
Order invoice

The only way to edit these email notifications is to edit the html templates.

How to edit HTML email templates



Navigate to the email template html


To find an email template:

Click "Settings" in the side navigation of your Shopify admin
Click "Notifications"
Select the "Customer notifications"
Select the specific template
Click "Edit code"



Edit email template


Editing an email template requires working with HTML. Here are a few tips to help with this task:

Use search
If you click into the text box you can use the the search keyboard shortcut to access a full text search of the template
mac: command + f
windows: ctrl + f

Send test emails
Send yourself the emails once you have made edits to ensure the emails show exactly as you expect. Make a test order that has a product with a purchase option to send relevant notifications.

You can re-send emails on existing orders from the order timeline

Order confirmation



Remove release date


The order confirmation notification includes the release date for products with a purchase option in two places.



Navigate to the "Order confirmation" html. The release date text can either be modified or removed by modifying the following html blocks:

{{ payment_terms.translated_name }}: Due {{ due_date | date: format: 'date' }}<br>


<span>Total due {{ due_at_date }}</span>


To find these blocks, search for their text.

These blocks may not be in your template if it has been edited previously.

Add "due now" and "due later" totals


"Due now" and "Due later" totals will not be added if you have modified the order confirmation template before installing Downpay. You will need to manually add this code to display these subtotals.

Navigate to the "Order confirmation" html, then add the following code above or below your subtotal-line within the table.

{% assign transaction_size = 0 %}
{% assign transaction_amount = 0 %}
{% for transaction in transactions %}
    {% if transaction.status == "success" %}
        {% unless transaction.kind == "authorization" or transaction.kind == "void" %}
            {% assign transaction_size = transaction_size | plus: 1 %}
            {% assign transaction_amount = transaction_amount | plus: transaction.amount %}
        {% endunless %}
    {% endif %}
{% endfor %}
{% if payment_terms and payment_terms.automatic_capture_at_fulfillment == false or b2b?%}
{% assign due_at_date = payment_terms.next_payment.due_at | date: "%b %d, %Y" %}

<tr class="subtotal-line">
    <td class="subtotal-line__title">
        <p>
            <span>Total paid today</span>
        </p>
    </td>
    <td class="subtotal-line__value">
        <strong>{{ transaction_amount | money_with_currency }}</strong>
    </td>
</tr>

<div class="payment-terms">

    <tr class="subtotal-line">
        <td class="subtotal-line__title">
            <p>
                <span>Total due later</span>
            </p>
        </td>
        <td class="subtotal-line__value">
            <strong>{{ payment_terms.next_payment.amount_due | money_with_currency }}</strong>
        </td>
    </tr>

</div>
{% endif %}


Order invoice



Remove release date


The order invoice notification includes the release date for products with a purchase option in two places.



Navigate to the "Order invoice" html. The release date text can either be modified or removed by modifying the following html blocks:

<h2>Payment of {{ order.total_outstanding | money }} is due {{ due_date | date: format: 'date' }}</h2>


<p>{{ payment_terms.translated_name }}: Due {{ due_date | date: format: 'date' }}</p>


To find these blocks, search for their text.

These blocks may not be in your template if it has been edited previously.



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Updated on: 22/03/2024

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